Your coordinator knows how the booking, warehouse record, carrier email and customer update fit together. We build that know-how and your procedures into AI workflows that prepare the next handoff, in your own ChatGPT, Claude, Copilot or Gemini.
Built for the AI you already use.
Claude
Copilot
Gemini
Illustrative examples.
Shipment and customer operations
Bring the carrier notice and transport-system export. Get a customer notice in your format, a draft portal update and the details the records could not confirm.
For a newly closed order, bring the CRM export. Get warehouse order lines, onboarding steps, billing setup and a missing-information list, prepared for the next desks.
Procurement
Bring supplier invoices, open purchase orders and warehouse receipts. Get clean matches and an exception list: a quantity short, a price different from the order, a receipt not yet logged.
Shipping documentation
Bring the commercial invoice, packing list, broker’s draft entry and order export. Get differences in quantities, values and descriptions side by side, plus anything the records could not establish.
Carrier billing
Bring carrier invoices and your shipment and agreed-rate exports. Get matched charges, duplicate lines and unapproved extras listed with their source shipment. Calculations run in code.
Your SOP may cover the standard shipment. Your experienced people know the customer’s format, the supplier exception and when to ask a question. We capture both, so the workflow follows your operation’s way of handling the job.
The first workflow runs from your files and exports in ChatGPT, Claude, Copilot or Gemini. It prepares the update, handoff or check for your team to use. Connections to the transport, warehouse or accounting systems can be scoped separately.
Your operations lead and the people doing the job agree the rules and test the results. AI prepares; your team sends customer updates, resolves exceptions and approves payments, and your broker decides what gets filed.
You have a written procedure
One agreed procedure built into an AI workflow, tested and handed over with notes. Three days once your procedure, examples and workspace are ready. Five business days of defect support after handover.
The know-how needs capturing
We capture one team's procedures and build one priority AI workflow. About two weeks from the first interview, with handover notes and ten business days of defect support after handover.
Introductory offers for converting existing workflows, once per client. Both use files and exports in your existing workspace. You can also start with a broader implementation or build a new capability. Integrations and ongoing development are scoped with you.
Bring an exception, an invoice check or the steps behind a closed order. We'll work out the first useful workflow together.